-97.4%
JOB price history and return analytics
+360.7%
-458.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.1% | +1.1% | +15.0% | +15.6% |
| 7D | +16.1% | -0.7% | +16.8% | +16.5% |
| 30D | +5.1% | -1.7% | +6.8% | +6.0% |
| 3M | +16.1% | -2.3% | +18.4% | +17.5% |
| 6M | -8.1% | +1.5% | -9.6% | -9.0% |
| YTD | +10.3% | +12.0% | -1.7% | +3.8% |
| 1Y | +16.1% | +12.9% | +3.3% | +8.9% |
| 3Y | -59.9% | +74.9% | -134.8% | -69.9% |
| 5Y | -53.0% | +59.9% | -113.0% | -63.4% |
| 10Y | -95.2% | +224.6% | -319.8% | -97.1% |
| All | -97.4% | +360.7% | -458.1% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling